Certified Financial Modeler - Advanced Financial Modeling Using Excel and VBA

LEORON Professional Development Institute
Training overview
Professional Course
Virtual Classroom
5 days

Start dates
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Course description

Certified Financial Modeler - Advanced Financial Modeling Using Excel and VBA

Formulating and comprehending financial models is one of the most sought after skills in today's business and finance landscape. Microsoft Excel with Visual Basic for Application (VBA) macros programming has been the most prevalent medium used by finance and corporate professionals in the preparation and utilization of the full range of financial models and other applications.

However, as a result of the so called ‘95/5’ rule it can be concluded that 95% of Excel users probably only use a mere 5% of the program’s power. Most users know that they could be getting more out of Excel especially by using VBA which would result in them being able to build more flexible, dynamic and professional models. Unfortunately, many professionals view these programmes as intimidating and prefer to stay by their tried and TRUE methods.

This intensive 5 day workshop begins with the basics and moves forward step-by-step to the more complex and rewarding tools needed to build more robust models that save time, reduce unnecessary human errors and customize applications that would be impossible to achieve with suboptimal models. Every section is followed by a direct application related to the financial markets and financial issues.

Who should attend?

The course is suitable for:

  • Financial Analysts
  • Chief Executive Officers
  • Chief Financial Officers
  • Portfolio managers
  • Corporate accountants
  • Credit analysts
  • Private equity managers
  • Venture capitalists
  • Corporate finance analysts
  • Risk managers
  • Board members
  • Investment bankers
  • Regulators
  • Financial government officials
  • Strategic planners
  • Trustees
  • Compliance officers
  • Management consultants
  • Bank lending officers
  • Internal auditors
  • Corporate Finance lawyers

Training content


  • Design principles for good model building
  • Exploring Excel functions
  • Helpful starting hints
  • The 40 functions you will work with as a financial modeller


  • Financial functions
  • Modelling forecasted financial statements
  • Modeling Ratio Analysis and Key Performance Indicators


  • Optimization Solutions with Excel Solver
  • Pivot Tables
  • Power Pivot Extensions


  • Monte Carlo Simulation using Crystal Ball
  • Introduction to VBA
  • Case Study: Automating database update with new month data
  • Loops


  • Building custom new functions in Excel using VBA
  • Case study: Building a loan amortization table using VBA

Certification / Credits

Upon successful completion of this course, candidates will receive a Certificate of course completition with the Certified Financial Modeling (CFM™) title.

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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